'Choose sustainable funds with a clear policy' - Keith Balmer

Speaking

clock
Keith Balmer: “Fund managers should have a very clear and available sustainable investment policy, showing their voting and engagement records."
Image:

Keith Balmer: “Fund managers should have a very clear and available sustainable investment policy, showing their voting and engagement records."

BMO Global Asset Management director of multi-asset solutions Keith Balmer has said that, when choosing an sustainable fund, advisers should look for ones with a clear policy that outperform the benchmark.

Speaking at Professional Adviser's ESG Masterclass event on 28 October, he said the key attributes of a sustainable fund are performance, consistency and transparency.  "You should have demonstr...

To continue reading this article...

Join Professional Adviser

 

  • Unlimited access to real-time news, industry insights and market intelligence.
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters.
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection.
  • Members-only access to the editor’s weekly Friday commentary
  • 
 Be the first to hear about our events and awards programmes.

Join

 

Already a Professional Adviser member?

Login

More on Investment

Phoenix to invest £90m in affordable housing

Phoenix to invest £90m in affordable housing

Investment will support Alliance Homes

Holly Roach
clock 27 June 2022 • 1 min read
The UK accounted for €4bn in net UCITS sales in April.

Monthly outflows persist across equity UCITS and AIFs in April

Improved from €42bn outflow in March

clock 27 June 2022 • 1 min read
Which investments performed best over past 21 years?

Which investments performed best over past 21 years?

Emerging markets and smaller companies

Cherry Reynard
clock 21 June 2022 • 6 min read